Taiwan Semiconductor Manufacturing Co Ltd (TSM)
- Analysts18
- Implied upside+33.2%
- Target range$430.00 to $700.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 20, 2026 | Tien Bor-Zen VP | Buy | $301,350 | Own call |
| July 20, 2026 | Lin Shyue-Shyh VP | Buy | $146,780 | Own call |
| July 19, 2026 | Lin Shyue-Shyh VP | Buy | $215,360 | Own call |
| July 13, 2026 | Chen Chih-Ho Controller | Buy | $3,730 | Own call |
| July 7, 2026 | Ku Yao-Ching VP | Buy | $3,525 | Own call |
Congress trades
| Date | Member | Action | Amount |
|---|---|---|---|
| 2026-06-18 | Michael McCaul TX | Purchase | $15,001 - $50,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 6-K | July 24, 2026 | 6-K |
| 4 | July 23, 2026 | FORM 4 |
| 4 | July 22, 2026 | FORM 4 |
| 4 | July 21, 2026 | FORM 4 |
| 6-K | July 16, 2026 | 6-K |
| 4 | July 16, 2026 | FORM 4 |
| 6-K | July 13, 2026 | 6-K |
| 4 | July 9, 2026 | FORM 4 |
Our TSM coverage
19 articles
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
Alphabet (GOOGL) raised AI capex to $205 billion, its third hike this year. Nvidia (NVDA) and Broadcom (AVGO) barely moved after hours
Alphabet raised its 2026 capex guidance to $195-205 billion during Wednesday's call, its third increase this year, and GOOGL fell as much as 5% in extended trading. But the chip and power stocks that are supposed to benefit from that spending, Nvidia, Broadcom, TSMC, Micron, Vistra and Constellation, barely moved.
Micron (MU), SK Hynix and AMD just gave chip stocks their first back-to-back gain in two weeks (July 21, 2026)
Micron (MU) closed up about 12 percent, SK Hynix's ADR about 14 percent, and AMD 8 percent Tuesday, chip stocks' first back-to-back gain in two weeks. A Bank of America upgrade on memory demand and a new AMD-Microsoft Azure deal did the heavy lifting.
Microsoft (MSFT) is testing Kimi K3 for Copilot, the same model that dragged Micron (MU) and Intel (INTC) down more than 13% last week
Microsoft is testing Moonshot's Kimi K3 for Azure and Copilot, hoping to cut AI costs by $600 million, the same week the model's launch gave chip stocks a rough ride and its maker began prepping a $30 billion Hong Kong IPO.
I gave five AIs a pretend $10,000 to pick 5 tech stocks. Four bought Nvidia (NVDA). Claude went rogue.
ChatGPT, Gemini, Grok, Meta AI and Claude each picked five tech stocks to hold for six months. Four bought Nvidia. Claude went the other way. Every pick is here and the scoreboard runs monthly.
SK Hynix (SKHY) and Samsung make almost 80% of the world's AI memory. That's why Micron (MU) and US chip stocks crashed again (July 16, 2026)
Chip stocks fell hard again on July 16: SK Hynix's US shares (SKHY) closed down 13.7%, SanDisk (SNDK) 12.6%, Western Digital (WDC) 9.2%, Micron (MU) 5.7%, even after TSMC's record quarter. The reason traces back to Korea, where Samsung and SK Hynix make close to 80% of the world's AI memory, and to China's CXMT pricing an $85.7 billion IPO the same day.
Frequently asked questions
What do analysts expect for TSM?
18 analysts cover Taiwan Semiconductor Manufacturing Co Ltd (TSM). The consensus rating is Strong buy and the average price target is $537.43, in a range of $430.00 to $700.00.
Are insiders buying or selling TSM?
We track Form 4 filings for Taiwan Semiconductor Manufacturing Co Ltd (TSM). The most recent activity shows 5 open-market purchase filing(s) and 0 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see TSM SEC filings?
Recent filings are listed on this page, newest first. The latest is a 6-K filed July 24, 2026.